Jose Roman signed RADY Children's Physician Management Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RADY Children's Physician Management Services, Inc.'s EIN is 33-0670694.
Download the official 2024 Form 5500 (PDF) for RADY Children's Physician Management Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RADY Children's Physician Management Services, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, profit-sharing, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $38K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual fund - | Common Collective Trusts | — | — | $3.0M | 13.0% | |
| FID FREEDOM 2050 K6 Mutual fund - | Mutual Funds | — | — | $2.5M | 10.8% | |
| FID FREEDOM 2040 K6 Mutual fund - | Mutual Funds | — | — | $2.5M | 10.5% | |
| FID FREEDOM 2030 K6 Mutual fund - | Mutual Funds | — | — | $2.4M | 10.4% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.7M | 7.2% | |
| FID FREEDOM 2060 K6 Mutual fund - | Mutual Funds | — | — | $1.5M | 6.3% | |
| JPM LG CAP GROWTH R6 Mutual fund - | Other securities | — | — | $1.0M | 4.4% | |
| BLKRK MD CP GR EQ K Mutual fund - | Other securities | — | — | $861K | 3.7% | |
| FID MID CAP IDX Mutual fund - | Common Collective Trusts | — | — | $753K | 3.2% | |
| VI MID-CAP VAL R6 Mutual fund - | Other securities | — | — | $740K | 3.2% | |
| JHANCOCK BOND R6 Mutual fund - | Other securities | — | — | $673K | 2.9% | |
| FID FREEDOM 2055 K6 Mutual fund - | Mutual Funds | — | — | $641K | 2.7% | |
| FID FREEDOM 2070 K6 Mutual fund - $ 465 NOTES RECEIVABLE FROM Interest rates at * PARTICIPANTS 4.25% to 9.50% - $ | Mutual Funds | — | — | $591K | 2.5% | |
| FID FREEDOM 2045 K6 Mutual fund - | Mutual Funds | — | — | $575K | 2.5% | |
| FID FREEDOM INC K6 Mutual fund - | Mutual Funds | — | — | $559K | 2.4% | |
| FID FREEDOM 2065 K6 Mutual fund - | Mutual Funds | — | — | $540K | 2.3% | |
| FID FREEDOM 2020 K6 Mutual fund - | Mutual Funds | — | — | $462K | 2.0% | |
| FID SM CAP IDX Mutual fund - | Common Collective Trusts | — | — | $460K | 2.0% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $438K | 1.9% | |
| FID FREEDOM 2035 K6 Mutual fund - | Mutual Funds | — | — | $343K | 1.5% | |
| FID FREEDOM 2025 K6 Mutual fund - | Mutual Funds | — | — | $303K | 1.3% | |
| AF NEW WORLD R6 Mutual fund - $ | Other securities | — | — | $286K | 1.2% | |
| FID US BOND IDX Mutual fund - $ | Common Collective Trusts | — | — | $218K | 0.9% | |
| TRP OVERSEAS STOCK I Mutual fund - $ | Other securities | — | — | $192K | 0.8% | |
| C&S REAL ESTATE Z Mutual fund - $ | Other securities | — | — | $29K | 0.1% | |
| FID GOVT MMKT K6 Money market fund - $ | Mutual Funds | — | — | $3K | <0.1% | |
| FID FREEDOM 2015 K6 Mutual fund - $ | Mutual Funds | — | — | $1K | <0.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
